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Personal Lines CSR
Personal Lines CSRHarrison Gray Search & Consulting • La Crosse, WI, US
Personal Lines CSR

Personal Lines CSR

Harrison Gray Search & Consulting • La Crosse, WI, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Harrison Gray Search has partnered with one of the largest independent agencies in Wisconsin, who is searching for a Customer Service Representative for the front desk in their La Crosse office. The Customer Service Representative will ideally have personal and / or commercial lines experience.

The Customer Service Representative will work with account managers, prepare proposals, answer incoming phone calls, greet and direct office visitors, enter change requests and endorsements, and maintain the agency management system with current information.

Qualified candidates will hold a Property & Casualty license and have 2+ years of insurance experience .

Benefits

  • Paid Time Off (PTO)
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Hands-on Training
  • Mon-Fri Schedule
  • Retirement Plan
  • Evenings Off

Requirements

Required Knowledge and Skills

  • Excellent verbal and written communication skills
  • Strong analytical thinking and organizational skills
  • Ability to interact professionally and effectively with customers and team members
  • Proficient computer skills including the ability to document and access information
  • Ability to follow existing processes, procedures, and verbal instruction
  • Ability to manage multiple priorities, accurately, efficiently, and independently
  • Attention to detail and ability to complete tasks with a high degree of accuracy

    • License and Certification Requirements

  • Valid WI driver’s license and acceptable driving history
  • Current licensure or ability to obtain a Property & Casualty Resident Intermediary granted by the State of Wisconsin

    • Responsibilities

    Production Support

  • Completes applications in coordination with Agent, Account Executive or Account Manager(s) and submits applications to eligible and appropriate carriers
  • Prepares proposals and renewal summaries
  • Maintains agency management system with up-to-date and accurate data
  • Administers processing and suspense of new business, renewals, cancellations, and endorsement requests
  • Prepares certificates, binders, surety bonds and general correspondence
  • Completes MVR requests and trucking certificates according to scheduled rotation
  • Administers change requests and endorsements
  • Answers incoming phone calls, greets and assists agency visitors
  • Acts as primary and / or secondary back-up to front desk receptionist, if applicable

    • Administrative

  • Organizes tasks and resources to complete work and meet deadlines according to established procedures
  • Makes decisions on a variety of tasks frequently requiring discretion, judgment and initiative guided by general procedures or standards
  • Responds to incoming phone calls and emails promptly and effectively
  • Performs basic office functions including emailing, filing, scanning, copying, and faxing

    • Customer Service

  • Delivers exceptional customer service with a goal of exceeding customer expectations with every interaction
  • Promotes a customer-focused environment by providing friendly, courteous, and helpful service to internal and external customers
  • Answers customer questions and resolves complaints in a timely and efficient manner
  • Supports a team-oriented environment by interacting in a professional, collaborative, and respectful manner with all employees, clients, customers and / or vendors
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    Personal Lines Csr • La Crosse, WI, US

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